Nvest Financial, LLC Portfolio Holdings
Nvest Financial, LLC
- $160 Million
- Q3 2025
Nvest Financial, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $160 Million distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $13.6M, Apple Inc. with a value of $8.08M, Ishares S&P 500 Value ETF with a value of $7.7M, Spdr S&P 500 ETF Trust with a value of $7.5M, and Nvidia Corp with a value of $6.64M.
Examining the 13F form we can see an decrease of $17M in the current position value, from $177M to 160M.
Below you can find more details about Nvest Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$160 Million
ETFs: $66.8 Million
Technology: $25.5 Million
Financial Services: $16.4 Million
Communication Services: $13.9 Million
Consumer Cyclical: $9.22 Million
Industrials: $7.94 Million
Consumer Defensive: $7.88 Million
Healthcare: $5.74 Million
Other: $5.88 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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